How to Create a New View in a Jira Project

Creating a new view in a Jira project can streamline your workflow. It helps you focus on what matters most. Here’s a step-by-step guide to help you create a new view in Jira.

Why Customize Views?

Custom views in Jira save time. They provide clarity and enhance productivity. With a custom view, you can see exactly what you need without distractions.

Step-by-Step Guide

Step 1: Access Your Project

First, I open Jira and navigate to my project. This is your starting point.

navigate to projects
Navigating to my projects

Step 2: Add view

On the left side of the “Planning” menu, I click “Add New”.

clicking add view
Clicking Add View

Step 3: Use the quick selection

I can now choose common views directly from a quick selection. The switches on the right side allow me to turn my views on or off.

Click the quick selection
Clicking the quick selection
choosing the view in the quick selection
Choosing my View in the Quick Selection

Step 4: Explore “More Views”

We won’t click directly on any of the quick selection options. Instead, we’ll click on “More Views.” This will take me to more options.

click more views
Clicking on “More Views”

Step 5: Explore the features

Now I can choose from a wide range of options. Here you can see the wide variety of possibilities that Jira gives me.

1. Features
2. Features
3. Features
4. Features

Step 6: Choose your features

On the right side I can select which features I want to integrate into my view. For now I choose “Backlog”.

Choosing "Backlog" to illustrate
Choosing “Backlog” to illustrate

Step 7: Save and View Your New Board

You save by switching the slider from the previous step. If you click on “Back to Project” you will now see “Backlog” in your views menu.

Navigate back to your project to create a view in Jira
Navigate back to your project
View your new view
View your new view

Tips for Effective Views

  1. Keep it Simple: Don’t overcomplicate your filters.
  2. Focus on Key Metrics: Use views to track important metrics.
  3. Regular Updates: Review and update your views regularly.

Conclusion

Custom views in Jira are a game-changer. They help me and you stay organized and efficient. Follow these steps to create a new view in your Jira project. Enjoy a more streamlined workflow today!

Feel free to use these steps and tips. Customize your views to match your workflow. Happy project managing!

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